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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to reach Navigation Module by entry point privilege ?

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Posted on by 229

Hi people,

Recently i red this post https://community.dynamics.com/365/financeandoperations/b/alex-meyer-s-microsoft-dynamics-365-for-finance-and-operations-blog/posts/how-to-grant-access-to-navigation-modules-in-d365fo from the great ALEX MEYER. 

In this post Alex Meyer explained different step of items selections to reach some module screens, he showed us that for accessing some Navigation Module we need some combination of specific items.


Actually, i'm studying security in D365 and i didnt understand why some items selection could grant ACCESS to Navigation Module and other not. 

I wanna be able to access any Navigation Module and the screen that i want but how it works ? What is the logical process behind ?

Could someone help on this question.

Regards.

I have the same question (0)
  • Suggested answer
    Komi Siabi Profile Picture
    13,093 Most Valuable Professional on at

    Hi Awaxx, 

    I wanna be able to access any Navigation Module and the screen that i want but how it works ? What is the logical process behind ?

    Alex had answered this question in the 5th image of his post that you attached here.

    Modules on D365FO are accessed via menu items(Display, Output, Action).

    The modules themselves are represented by menus. These menu items can be directly on a form, a menu.

    In simple terms Menu items on a Menu gives direct access to Navigation module.

    Here is an example. 

    When you create a security role and assign the display menu item VendTableListPage, automatically you have access to the Account Payables modules.

    MenuVs.JPG

    I hope this helps.

  • Awaxx Profile Picture
    229 on at

    Hi Komi Siabi

    Thanks for your reply.

    I red this part too.

    But in fact if you tried to create a security role in UAT (like Alex did) and assign the display menu item VendTableListPage. Then you affect this role to a user you will see that you have not access to the module Account Payable.

    And this is what i wanna understand.

  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Mack,

    In my opinion, this is an inconsistent behavior of the application. I have plans to dive into the details on short notice.

  • Awaxx Profile Picture
    229 on at

    Hi Andre Arnaud de Calavon

    I will be glad to read your investigation. I m so disappointed to not understand that behavior.

    Regards.

  • Suggested answer
    Komi Siabi Profile Picture
    13,093 Most Valuable Professional on at

    Hello Make,

    Aside your custom role, did you assign the employee role to the user ?

    I did add it and I can view the account Payable module.

    Please try and revert.

    Just like Andre said, this needs to be investigated though.

  • Awaxx Profile Picture
    229 on at

    Hi Komi Siabi

    Could explain each step of your process for doing the same ?

    Thanksfully

  • Suggested answer
    Komi Siabi Profile Picture
    13,093 Most Valuable Professional on at

    Hi Mack,

    I created a role called TestRole <Privilege < Display menu < VendTableListPage

    I assigned the role TestRole and Employee to the user and I can view the Account Payable module.

  • Awaxx Profile Picture
    229 on at

    Hi

    I did the same but dont have this view

    You dont create a duty too ?

  • Suggested answer
    Komi Siabi Profile Picture
    13,093 Most Valuable Professional on at

    No, I did not create a duty,

    I forgot to mention.

    After adding the VendTableListPage display menu item, add all controls and datasources references.

    2450.Role.png

  • Awaxx Profile Picture
    229 on at

    I did it but still nothing on my user.

    pastedimage1658312895498v1.png

    pastedimage1658312915270v2.png

    But then i remove controls and datasource i added on your example and i add the display item named 'Vendorexceptiongroup' and look.

    pastedimage1658313489554v1.png

    pastedimage1658313506956v2.png

    Here i get access to account payable But still not understand how it works.

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